Skip to main content

Introduction to Slicer Panel

Using slicers is a common practice in Power BI. The positioning and the space it occupies in a dashboard are always in question. I have worked on dashboards where 10-15 slicers are keeping them together on top or side always reduces the space for other visuals. So what can be done?

Slicer Panel helps in such scenarios. It is the same as the menu bar on top of different mobile apps. Once you click it expands and shows all the slicers otherwise it collapses and gives you the dashboard for other visuals. In this blog, we will cover how to make a slicer panel step by step.

I am considering Sample SuperStore data and I have created a basic dashboard with slicers and other visuals. In the below image, I have put all the slicers on top now we will put all of these slicers into the panel.

Protip- As a BI developer I always prefer a drop-down in my slicers because it can be that you have 20 categories or maybe more. I don't want a long list in my slicers. In this dashboard, I will be using a list as I have limited categories.

To introduce the slicer panel first add a shape. In this case, I have selected a rectangle. You can select any of the shapes. Once the shape is available select the shape and send it backward using the Format option. 

This will take your shape to the back and then it will not cover your slicers. Also, select all the slicers and the shapes and group them. We are almost there with the slicer panel but the most important aspect is a bookmark which will help us to expand and collapse.

We will be creating two bookmarks one where the slicers are shown and the other where they are hidden. Before creating bookmarks we need two buttons I am using a forward arrow and a backward arrow. The first bookmark will be Slicer Panel ON and we will be hiding only the forward arrow.

Another bookmark will be the Slicer Panel Off where you can hide the group consisting of all slicers and shapes and also hide the backward arrow.


Once bookmarks are created we just need to assign the buttons their respective actions. The forward arrow will be assigned Slicer Panel ON while the backward arrow Slicer Panel OFF. If you select the button you can assign an action to them under it there is an option to choose bookmark.

Isn't this amazing?? It looks really good but there is general feedback that I received from the users that it is very difficult to see what they are actually filtering on. To see this every time you have to click the button and check which is a bit cumbersome for users. To overcome this you can try using a simple table that will show every selection made in the slicers.


We are using ConcatenateX which will help to use iteration on different values of Region in this case and values will provide the list of different values. Also, we are using a delimiter. You can create the same for other slicers as well and put this all in one table. 


This approach is a good solution but if you are short on space in the dashboard then it won't help. Also, if you have more slicers then you will be exhausted with the current space we have. You can take the slicer panel to the next level by grouping your slicers together and using bookmark navigators. This will be covered in another blog. Overall slicer panel can bring improvement to the dashboard design with all the different shapes and colors we have so it all depends on the audience you are catering to. 


Thanks for Reading  Let's connect on LinkedIn. For more such blogs and pro tips do follow us





Comments

Popular posts from this blog

Ultimate Beginners Guide to DAX Studio

There are zillions of external tools available with Power BI but DAX Studio is one of the most commonly used tools to work with DAX queries. It is a perfect tool to optimize the DAX and the data model. In this blog let's shed some light on the basic functionalities that can take your report to the next level. ARE YOU READY?  To start you will need the latest version of the DAX Studio. You can download it from their website . Don't worry you don't have to pay for the license. Fortunately, DAX Studio is a free tool As a BI Developer, I am using DAX Studio regularly. Based on my experience I use it for several purposes but in this blog, I will highlight the most common ones. Extracting a dump of all the measures used in your PBIX. Why do we need to do this? It can be used for documentation purposes also sometimes we try to reuse the DAX and such a dump comes in handy in this scenario. How to achieve it? Open the DAX Studio it is located under the external tools once you open t

Append v/s Merge in Power BI

Let's discuss another problem of the week. As a Power BI user, there are times when you want to combine queries. What are the ways to do so? In most cases, you can attain it by using either append or merge and both serve different purposes. Let's understand what do these terms mean in Power BI and how they are functionally different from each other.  It is quite common to get data from various sources and you need to combine those data depending on a particular column which is common in both tables so that you can add extra information or column to your big table. In such cases, we use merge queries. How to perform merge queries? For instance, I am considering Sample Superstore data and we will merge the returns table to the order table. You will find both merge and append in the home tab in extreme right in the power query editor. ProTip - You will find two options when you click on the drop-down in merge which are merge queries and merge queries as new. When you use merge que

Use Relationship in DAX

Data modeling is an essential part of creating perfect visuals. While creating complex data models there can be a case where you can find an inactive relationship represented by dotted lines and it occurs because you already have an active relationship between the two tables. But as a developer, you need to use both the relationship. How can it be done? You can use "Use Relationship" in such cases. Use relationship can be added to your DAX and act as a modifier or enhancer for calculation. It activates the inactive relation. But make sure you have an inactive relationship in place before using the use relationship function. Let's see how it works on Sample Superstore data. In my fact table I have two dates- Order date and Ship date. I am making the two relations between my date table and fact table. The relation between the sample superstore (date) to date table (date) is active while the relation between the sample superstore (ship date) to date table (date) is inactive